Tip Sheet: Client and Client Representative Portal Payments

Clients and Client Representatives can securely store payment methods and make payments directly through their portal.

Adding a Stored Payment Method

Before making a payment, a payment method must be added to the portal.

Step 1: Navigate to Billing

1. Log into the Client or Client Representative Portal.

2. Navigate to the Billing section.

Step 2: Add a Payment Method

1. Locate the Stored Payment Methods section.

2. Click the Create Stored Payment Method (Pen/Paper) icon.

3. Select the payment type you would like to add:

   • Credit/Debit Card

   • Bank Account (ACH)

4. Enter the required payment information.

5. Click Save.

Temporary Authorization Hold

Important: When adding a payment method, a temporary authorization hold of $0.10 may be placed on the account. This is not an actual charge and will automatically be released by the financial institution.

Clients will only be charged when they intentionally submit a payment for services or products in accordance with their agreement with the agency.

Private Payment Methods

When adding a payment method, there is an option to prevent the agency from using that payment account for agency-initiated payments.

If selected:

• The payment method will remain available to the Client or Client Representative.

• The agency will not be able to use that stored payment method to process payments on their behalf.

Making a Payment

Step 1: Open Invoices

1. Navigate to the Invoices section within the portal.

2. Locate the invoice you would like to pay.

3. Click the Payment (Card) icon next to the invoice.

Note: If the Payment icon does not appear, refresh the browser or click the arrow next to the invoice date range to refresh the invoice display.

Step 2: Select Payment Details

1. Choose the payment account you wish to use.

2. Enter the payment amount.

3. Click Process Payment.

If multiple payment methods are stored, you can select the desired account before submitting payment.

Confirming Payment

Once the payment has been successfully processed:

• The payment will be applied to the invoice.

• The invoice balance will update automatically.

• The invoice record will reflect the payment transaction.

Best Practices

• Verify the invoice amount before processing payment.

• Review the selected payment method prior to submission.

• Maintain updated payment information to avoid processing issues.

• Refresh the page if payment options do not immediately appear.

• Retain payment confirmations for your records.

Summary

Clients and Client Representatives can manage their own payment methods and submit payments directly through the portal.

Navigation Paths

Add a Payment Method
Portal → Billing → Stored Payment Methods

Pay an Invoice
Portal → Invoices → Payment (Card) Icon

This self-service functionality allows clients and representatives to securely manage payments and maintain up-to-date account balances directly from their portal.